WFPAX Mutual Fund

WFPAX Mutual Fund

NAV$50.37
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Returns Overview

1 Month
+6.64%
3 Months
+2.55%
6 Months
+6.22%
YTD
+14.54%
1 Year
+17.81%
3 Years (annualized)
+17.46%
5 Years (annualized)
+9.14%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.54%
Peer Avg (YTD)
+8.01%
vs Peers
+6.54%

WFPAX Mutual Fund Performance

WFPAX performance across multiple time periods: 1-month 6.64%, YTD 14.54%, 1-year 17.81%, 3-year 17.46%, 5-year 9.14%, 10-year 10.66%.

WFPAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

WFPAX vs another fund shows side-by-side returns. WFPAX alternatives are available in the Mutual Fund Screener.